SWM
IRBT

Spire Wealth Management’s iRobot IRBT Stock Holding History

Spire Wealth Management’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-17
Closed -$1K – 2695
2021
Q4 		$1K Buy
+17
New +$1.34K ﹤0.01% 2873
2021
Q2 		– Sell
-17
Closed -$2K – 2771
2021
Q1 		$2K Buy
+17
New +$1.93K ﹤0.01% 2852

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's IRBT Position: Q1 2022 in Review

Spire Wealth Management sold out of iRobot (IRBT) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in IRBT in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 243 funds tracked by Wall St. Rank hold IRBT as of Q1 2022.

  • Spire Wealth Management reported no remaining iRobot position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 17 iRobot shares in Q1 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in iRobot in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's iRobot position peaked at $2K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held iRobot as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.